Import Revolut brokerage account statement
M
Mason
Currently the format is not supported as there is no "Payee" column, which is mandatory during the import. Moreover, 1 row can be either a "buy" or a "sell" and the column with the amount as not negative values (when it a sell).
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Din from Lunch Money
Hi Mason, could you please share with me a screenshot of how the CSV or PDF is set up? If you can please share the headers and an example of two of transactions, that would be great. Thanks!
M
Mason
Din from Lunch Money I attached the screenshot to the request's message.
Din from Lunch Money
Mason: Hey Mason, thanks for sharing!
For the payee field, please upvote this existing feature request to make payee an optional field during the CSV import process: https://feedback.lunchmoney.app/csv-importing/p/have-payee-as-optional-for-import-or-possibility-to-switch-values-in-the-payee-c
As for the amount and amount type, please upvote this ticket here: https://feedback.lunchmoney.app/csv-importing/p/add-review-amount-type-step-during-csv-upload
In the meantime, you will need to adjust the amount field to add the negative sign, or add a column to indicate "Debit" or "Credit", and what I would do for the payee field is map "Type" to "Payee" (or revise the CSV file before import to add a Payee column).
Hope this helps!